Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFA® Chartered Financial Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Illinois School of Business - B.S. Finance
  • Vanderbilt University School of Law - J.D.
  • Loyola University Chicago Graduate School of Business - MBA

Interests

  • Spending time with family
  • Travel
  • Playing Golf

Community participation

  • Lake Zurich Firefighters Pension Board
  • Vanderbilt School of Law - Alumni Admissions Interviewer
  • University of Illinois School of Business - Mentor
  • Cook County and Lake County, Illinois, mandatory arbitration programs - Arbitrator

Awards & recognition

  • Five Star Wealth Manager, 2020

Professional associations

  • CFA Society Chicago